Plan Ledger DOL Form 5500 · updated monthly

International Aids Vaccine Initiative, Inc.403(b)

IAVI 403(B) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

International Aids Vaccine Initiative, Inc. reported $99,584 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,187 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,035th-largest of 5,648 plans among New York employers on file, and the 278th of 3,341 in other services. In 2024, employees put in $4.34 for every $1.00 the employer contributed; active participation has grown from 204 to 278 since 2022.

Plan summary
Net assets, end of year$73,016,231
Participants with balances455
Active participants278
Employer contributions$608,021
Employee contributions$2,636,908
Employer contribution per active participant$2,187
Average account balance$160,475
Benefits paid to participants$5,696,636
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG & FREEDMAN
Plan history3
Yearassets · accounts · employer contribution
2024$73.0M · 455 accts · $608K emplr
2023$66.9M · 420 accts · $576K emplr
2022$59.1M · 307 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,789
Investment management$36,320
Total administrative$99,584
Employer contributions to the International Aids Vaccine Initiative, Inc. plan · 2024
Employer contribution per active participant$2,187
Median for plans this size$3,635
2024$2,187 per active participant
2023$2,619 per active participant
2022$7,876 per active participant

International Aids Vaccine Initiative, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA · Recordkeeping · Pension consulting$51,789
FIDUCIENT ADVISORS, LLC · Investment management$36,320
THE ANGELL PENSION GROUP, INC. · Pension consulting$11,475

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$99,584 · 0.14%
2023$96,269 · 0.15%
2022$74,810 · 0.12%
All plans at this employer2
IAVI 403(B) RETIREMENT PLAN403(b)
IAVI 401(A) RETIREMENT PLANProfit-sharing plan
Similar plansOther Services · New York
Girl Scouts of the USA NY$75.9M · 0.02%
Jdrf International NY$71.5M · 0.31%
Camba, Inc. NY$69.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133870223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.